Export Taxroll Data

Taxroll data (where available) can be exported from the Search Results data table in
several formats. The resulting file can then be imported into other programs
(such as a word processing, contact management, or spreadsheet) or can
be attached to an e-mail. Note that use of the taxroll database is restricted
exclusively to Realtors who are active members of the local MLS and who
are using the data to promote local real estate transactions.
(Extensive taxroll data should not be sent to or for use by third parties
without special BOR approval.)

You can easily export a table of taxroll data from the Search
Results table in txt format by selecting Menu
> Export > Custom tab > change
the file name in the "Save in" box. Before
exporting, ensure that your table only includes columns for the fields you
want to export (such as Owner name, Owner address, Owner city, Owner zip)
and that they are in your preferred sequence. (If you plan to use the same
format repeatedly, save the table format.) (See details under
"Exporting Names & Addresses from Taxrolls" below.)

You can save the Search Results table in HTLM code or
rtf format. Select Print > check HTML
or Rich TextFormat (rtf) under the Options
tab > click Print > set the name and location of
the file.

One of the most popular taxroll exports for use in mailing or mail
merge programs is to select Labels > under the Options
tab select the desired automated changes (such as Remove Duplicates
or Remove Second Name) > click Edit Data to
make refinements > Menu > Export
> set the name, location and format of the file. (See details under
"Exporting Names & Addresses from Taxrolls" below.)

The data can also be saved as a PDF formatted file that can be read in
Adobe Reader. The PDF format is used when you select Save
from the Report Preview screen. If you select the
email icon on the Report Preview screen, the Report.pdf
file will display as an attachment in your email.

There are two ways to export names and addresses from the tax
records.
Which method is appropriate depends on whether or not you want to export the
standard mailing label information or a custom selected set of fields. In
both cases, first perform a tax roll search, display the results in a
search results data table, and select (check or highlight) the properties (rows in
the table) to be exported.

To export the standard mailing label information:at the top to the Search Results table click the Labels icon
> click the Edit Data button on the Labels screen > edit data
as desired > click Menu at top of Label Data screen > select Export
> verify or change “Save In”, “File Name”, and “Save As Type”
in the Label Export screen > unless you change it, the default file
name is LabelExport.txt and the default "Save in"
path to this file is {see note 1}\CTI
Navigator\{YourMLS}\Users\{YourAgentName}\LabelExport.txt > click
the Save
button.

To export a custom defined set of fields: at the top of the Search Results table
click the Add Column icon
> Add the desired fields (such as Owner name, owner address,
owner city, owner state, owner zip) > Remove undesired fields
> click the OK button > select Menu at the top of the Search
Results screen
> select Export > verify or change the “Save in”
path (the default path is Save in =
{see note 1}\CTI
Navigator\{YourMLS}\Users\{YourAgentName}\Export.log
> either verify “Use Layout From Table” is checked or use
the Browse button beside Layout to select a previously saved Layout
> verify or change “Comma Delimited” format >
(optionally, check “Include Field Names on First Row” to label
each column in the exported table) > click OK button > data will be
exported to a file named Export.log and a confirmation screen will
display showing the number of records exported > click OK > close
the Export screen. If you previously saved the desired table layout,
skip the first 3 steps and start at select Menu > Export.

Note 1. The path to your CTI Navigator
MLS data and Users' folder depends on when you installed the CTI
Navigator Desktop program, and into which version of Windows it was
installed.

For installations after April 19, 2012, the default path

in Windows 7/Vista (both 32-bit and 64-bit) is
C:\Program Data\... ;

in Windows XP is C:\Documents and Settings\All Users{or
All Users.Windows}\Application
Data\...

For installations before April 19, 2012, the default path

in all 32-bit Windows is C:\Program Files\...;

in all 64-bit Windows is C:\Program Files (x86)\...

Note 2: Where instructions refer to {YourMLS}, substitute CTI's 3-letter
code for your local MLS (without the {} braces). If you do not know
this code, it can be determined by opening the CTI Navigator login
screen > click the Setup button > the MLS code is the first 3
letters in the Internet Server Address box.

It may be useful
also to review the Help sections inside CTI Navigator
Desktop regarding Data
Tables - especially the Data Table Overview,
Print Table, and Labels sections. The
"Using Menu Selections" of the Data Table Overview provides general
instructions on exporting data.